This guide walks you through setting up a CSV/XLSX File as a Sales Channel in Flxpoint, empowering you to seamlessly manage your product listings and orders. You’ll learn how to:

• Create and name your channel.
• Select the best processes for syncing listings or processing orders.
• Configure file connections using FTP/SFTP, HTTP, or Email.

Flxpoint’s CSV/XLSX integrations simplify the management of regularly updated product data. Whether you're maintaining a consistent data feed for your sales channel, business, or partners, this method ensures your information stays current with minimal setup effort.

How to Connect

📋 Phase 1: Initial Channel Setup +

Access the Channels Section

Log into your Flxpoint account and navigate to the Sales Channels (or Reseller Channels) section on the left sidebar.

Create a New Channel

Click on + Add Channel to open the Channel Wizard and start the setup process.

Tip: If you’re managing multiple channels, consider naming them clearly to avoid confusion (e.g., "CSV Channel - Supplier A").

Select CSV/XLSX File as Channel Type

In the wizard, choose CSV/XLSX File from the list of supported channels. Name your channel (e.g., "My CSV/XLSX Channel") and select the processes you want to enable, such as Publish Listings, Get Orders, Sync Listings, and Sync Orders. Then click Next.

🔧 Phase 2: Configure Integration Type +

Confirm CSV/XLSX Integration

In the Configure Integration Type step, verify that CSV/XLSX File is selected as the integration type. Click Next to proceed.

🔐 Phase 3: Connect Channel +

Set Up Inbound Connection

Under CSV/XLSX File (Inbound), select how Flxpoint will receive data. Options include:

• FTP (Basic Auth) - Provide FTP server details, username, and password.
• Manual File - Upload files manually through the Flxpoint interface.
• HTTP - Provide a URL where Flxpoint can fetch the file.
• Email (Inbound) - Set up an email address for Flxpoint to retrieve files.
• Google Sheets File - Link a Google Sheet with the necessary permissions.
• FTP (Token Based) - Use a token for secure FTP access.

Fill in the required details and click Save Connection.

Set Up Outbound Connection

Under CSV/XLSX File (Outbound), select how Flxpoint will send data. Options include:

• S3 HTTP File - Provide an S3 bucket URL and credentials.
• Email (Outbound) - Specify an email address to send files.
• FTP (Basic Auth) - Provide FTP server details.
• FTP (Token Based) - Use a token for secure FTP access.

Fill in the required details and click Save Connection.

Verify Connections

Test each connection by clicking Test Connection to ensure Flxpoint can access the inbound and outbound sources. Once successful, click Next.

✅ Phase 4: Confirm Integrations +

Review and Confirm

In the Confirm Integrations step, review your settings:

• Channel Name: Ensure it matches your intended name (e.g., "My CSV/XLSX Channel").
• Processes: Verify the selected processes (e.g., Sync Listings, Get Orders).
• Connections: Confirm the inbound and outbound connections are correct.

Check the box to acknowledge that the information is correct, then click Confirm Integrations.

Note: After confirming, you won’t be able to modify these settings until you exit the channel setup.

🚀 Phase 5: Finalize Setup +

Complete Remaining Steps

Continue through the wizard’s remaining steps, such as Listing Management, Pricing & Quantity Rules, and Order Fulfillment. You can configure these now or click Set Up Later to handle them later.

Start Syncing

Once setup is complete, your CSV/XLSX File Channel will appear in the Channels list with a status of 100% Onboarded. You can now start syncing by configuring integrations for processes like Import Listings or Get Orders.

Next Steps: Go to the Import Listings section to start syncing your product data, or configure other processes as needed.

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Listing Operations 

This section covers the operations for managing your listings using a CSV/XLSX channel.

Order Operations 

This section covers the operations related to processing orders, including retrieving new orders and syncing shipment data.

Get Orders 

Get Orders

Introduction to CSV/XLSX Order Integration

Welcome to the CSV/XLSX Order Integration guide for retrieving orders! This integration allows you to import order data from CSV or XLSX files into your system. It ensures your orders, including billing and shipping details, are accurately synced. Let's get started!

How to Set Up the Integration ▾

Purpose of This Integration

The CSV/XLSX Order Integration enables you to:

• Import order data, including billing and shipping addresses, from CSV or XLSX files.
• Update your system with order details like order numbers, line items, and costs.
• Automate the retrieval process using connection types like S3 HTTP, FTP, or Email.

This ensures your order records are up-to-date with minimal manual effort.

How the Integration Works

The integration follows these steps:

• 1 Connecting to the Source: Establish a connection using methods like S3 HTTP, FTP, or Email to access your CSV/XLSX file.
• 2 Fetching File Data: The system retrieves the file from the specified source (e.g., an S3 bucket URL).
• 3 Extracting Order Details: Extract data such as Order Number, SKU, and Address Line 1 from the file.
• 4 Mapping Data: Map file columns (e.g., Order Number, Quantity) to your system's fields using a mapping template.
• 5 Syncing Data: Import the mapped data into your system, updating order records.
• 6 Execution: Run manually with Run Sync or schedule (e.g., daily).

Pro Tip: Schedule regular syncs to keep your order data updated automatically.

Note: File retrieval failures will pause the integration and trigger notifications.

Setup Instructions

Follow these steps:

• 1 Add the Integration: Go to Channels > CSV/XLSX File > Integrations, select "Get Orders."
• 2 Connect to the Source: Choose a connection type (e.g., S3 HTTP, FTP, Email) and provide the necessary credentials or URL.
• 3 Configure Settings:
  • Specify the file name or pattern (e.g., orders.csv).
  • Set the number of rows to skip (e.g., 4 if headers start on row 5).
  • Select the Excel sheet index (e.g., 0 for the first sheet).
  • Define the delimiter (e.g., comma for CSV).
  • Configure scheduling (e.g., daily at 6 AM UTC).
• 4 Create Mapping Template: Configure field mappings (see Mapping Template Details).
• 5 Run the Integration: Start with Run Sync or schedule.

Configuration Options

Use these settings to set up how your CSV or XLSX file containing order data will be processed. Each option helps the system understand your file's structure and schedule the sync.

Setting	What it controls	Example
File Name Date Format	If your file name includes a date (e.g., orders_20250601.csv), specify the format here using placeholders like YYYY for year, MM for month, and DD for day.	orders_YYYYMMDD.csv
File Name	Enter the exact name of your file or a pattern if it includes dates (as set above).	orders.csv
File Has Headers	If your file has a header row (e.g., "Order Number,Address Line 1,SKU"), select "Yes." If it's just data without headers, select "No," and the system will use column numbers (e.g., Column 0, Column 1).	Yes
File Format	Choose the format of your file. Most users use CSV, but if you're uploading an Excel file, select XLSX.	CSV
Number of Rows to Skip	If your file starts with blank rows or comments before the actual data, specify how many rows to skip.	4 (if headers start on row 5)
Excel Sheet Index	For XLSX files, specify which sheet to read (starting at 0). Use "0" for the first sheet, "1" for the second, etc.	0
Quote Character	If your file uses quotes around values (e.g., "12345","123 Main St"), specify the quote character. Usually, this can be auto-detected.	Double Quote
Delimiter	Choose the delimiter that separates values in your file. A CSV typically uses commas, but some files use pipes or tabs.	Comma (,)
Line Separator	Specify the line separator in your file. Most systems can auto-detect this, so you can usually leave it as "Default".	Auto-detect
File Extension	Override the default file extension if needed (normally .csv or .xlsx).	.csv

File Actions (Move / Delete / Append)

Flxpoint now supports Move, Delete, and Append file actions for FTP/SFTP Get Orders integrations in channel setups. These actions allow you to control what happens to a file after it has been successfully processed.

What File Actions Are Supported?

You may configure any of the following actions on your CSV/XLSX File Channel → Get Orders:

File Action	Description
Move File	After the order file is processed, Flxpoint moves it to a specified archive folder.
Delete File	Deletes the file from the server after successful import.
Append File	Appends content or flags to the file based on the configured append behavior (varies by file type).

These settings are located inside the CSV/XLSX File Channel → Get Orders → Configure Settings.

How It Works

• In the configure settings, select Move, Delete, or Append under file actions and specify any required folder paths (e.g., an Archive directory).
• When Get Orders runs and successfully imports the file:
  • The selected file action is executed.
  • Files will move to the archive folder, be deleted, or be appended accordingly.
• If the file cannot be moved (e.g., permissions issue), it remains in place and the error is logged.

Example: Move File to Archive Folder

If Move File is selected:

• Processed files are automatically moved to the configured archive directory.
• This prevents re-processing on future Get Order runs.
• Reduces clutter in the primary import folder.

Notes & Troubleshooting

• Ensure the FTP/SFTP user has write/move/delete permissions in the destination directory.
• Confirm that the folder path exists on the server.
• Check logs if files remain in the source folder after import.
• Files are moved only after a successful Get Orders run (never on failure).

Note: Setting the correct delimiter and quote character ensures your file is parsed accurately. If your file fails to load, double-check these settings.

Mapping Utilities ▾

Mapping templates control which CSV/XLSX file order data is imported into your system.

Interface Overview

• Screen labeled "Get Orders" at the top; name your template (e.g., "Get Orders 1").
• Buttons: Delete, Duplicate, Save Mapping.
• Columns: File fields (left), your system fields (right).

Mapping Options

• Don't Map: Ignore the field (e.g., Notes).
• Set To Empty: Clear the field in your system.
• Column: Map to a specific column in your file (e.g., Order Number to Column 0).
• Value: Set a static value for the field.
• Mapping Set: Apply a predefined mapping set for complex mappings.
• Rules: Add custom rules to transform or filter data (e.g., only sync orders from the last 7 days).
• Required Fields: Order Number, SKU.

Order Number Mapping Requirement

The Order Number field must be mapped to ensure proper order identification.

• Required Field: Order Number uniquely identifies the order.
• Error Scenario: Unmapped Order Number may cause:
  Invalid request: Missing required field 'Order Number' for order sync
• Fix: Go to Channels > CSV/XLSX File > Templates > Get Orders > Field Mapping, map Order Number to a field, save, and re-run sync.

Recommendation: Always map Order Number and SKU for reliable order syncing.

Complete Field Mappings

Below are the fields you can map from your CSV/XLSX file:

Billing Address

File Field	Maps To	Example	Purpose	Status
Address Line 1	Billing Address Line 1	123 Main St	Primary billing address line	Recommended
City	Billing City	New York	Billing city	Recommended
Country	Billing Country	USA	Billing country	Recommended
Full Name	Billing Full Name	John Doe	Billing recipient's name	Recommended
Postal Code	Billing Postal Code	10001	Billing postal code	Recommended
State	Billing State	NY	Billing state	Optional
Address Line 2	Billing Address Line 2	Apt 4B	Secondary billing address line	Optional
Company Name	Billing Company Name	Acme Corp	Billing company name	Optional
Country Code	Billing Country Code	US	Billing country code	Optional
Email	Billing Email	john.doe@example.com	Billing email address	Optional
First Name	Billing First Name	John	Billing first name	Optional
Last Name	Billing Last Name	Doe	Billing last name	Optional
Phone	Billing Phone	555-123-4567	Billing phone number	Optional
State Code	Billing State Code	NY	Billing state code	Optional

Channel Invoice

File Field	Maps To	Example	Purpose	Status
Created On	Invoice Created On	2025-06-01	Date invoice was created	Optional
Invoice Number	Invoice Number	INV12345	Invoice identifier	Optional
Other Cost	Other Cost	5.00	Additional invoice costs	Optional
Shipping Cost	Shipping Cost	10.00	Shipping cost on invoice	Optional
Subtotal	Subtotal	135.00	Invoice subtotal	Optional
Tax Cost	Tax Cost	5.00	Tax amount on invoice	Optional
Total	Total	150.00	Total invoice amount	Optional

Order

File Field	Maps To	Example	Purpose	Status
Order Number	Order Number	ORD12345	Uniquely identifies the order	Required
Ordered On	Order Date	2025-06-01	Date the order was placed	Recommended
Reference Number	Reference Number	REF12345	Additional order reference	Optional
Channel Shipping Text	Channel Shipping Text	Standard Shipping	Shipping method description	Optional
Note	Order Note	Customer requested gift wrap	Additional order notes	Optional
Order Total	Order Total	150.00	Total order amount	Optional

Order Line Item

File Field	Maps To	Example	Purpose	Status
Quantity	Item Quantity	2	Number of items ordered	Recommended
SKU	Item SKU	ABC123	Identifies the product	Required
Cost	Item Cost	50.00	Cost per item	Optional
Default Weight Unit	Default Weight Unit	kg	Unit for item weight	Optional
Price	Item Price	75.00	Price per item	Optional
Title	Item Title	Blue Widget	Item description	Optional
Weight	Item Weight	1.5	Weight of the item	Optional

Shipping Address

File Field	Maps To	Example	Purpose	Status
Address Line 1	Shipping Address Line 1	123 Main St	Primary shipping address line	Recommended
City	Shipping City	New York	Shipping city	Recommended
Country	Shipping Country	USA	Shipping country	Recommended
Full Name	Shipping Full Name	John Doe	Shipping recipient's name	Recommended
Postal Code	Shipping Postal Code	10001	Shipping postal code	Recommended
State	Shipping State	NY	Shipping state	Optional
Address Line 2	Shipping Address Line 2	Apt 4B	Secondary shipping address line	Optional
Company Name	Shipping Company Name	Acme Corp	Shipping company name	Optional
Country Code	Shipping Country Code	US	Shipping country code	Optional
Email	Shipping Email	john.doe@example.com	Shipping email address	Optional
First Name	Shipping First Name	John	Shipping first name	Optional
Last Name	Shipping Last Name	Doe	Shipping last name	Optional
Phone	Shipping Phone	555-123-4567	Shipping phone number	Optional
State Code	Shipping State Code	NY	Shipping state code	Optional

Guides, Tips & Troubleshooting (FAQs) ▾

Limitations

Be aware of these limitations:

• File Availability: The file must be accessible at the specified source, or the sync will fail.
• Data Scope: Only data within the specified sheet and rows (after skipping) will be processed.
• Required Fields: Order Number and SKU must be mapped in the template.

Most common issues

• File not found or retrieval fails: Confirm the file is accessible at the specified source (S3 bucket, FTP path, etc.) and try a manual run.
• Import fails with missing field error: Ensure Order Number and SKU are both mapped in your template.
• Data looks misaligned or garbled: Delimiter mismatch (comma vs pipe vs tab) is the most common cause—double-check the delimiter setting.
• Wrong rows are imported: Check the "Number of Rows to Skip" and "File Has Headers" settings to make sure data starts where expected.
• Special characters cause issues: Use Double Quote for the quote character and confirm encoding expectations.
• XLSX reads wrong sheet: Confirm the Excel Sheet Index matches the sheet containing your order data (0 = first sheet).
• File action not working: Verify the File Action setting (Move, Delete, or Append) is correctly configured under Configure Settings.

FAQs

Should my file have headers?
If your file has a header row (e.g., "Order Number,Address Line 1,SKU"), select "Yes." If it's just data without headers, select "No," and the system will use column numbers (e.g., Column 0, Column 1).

CSV or XLSX?
Choose the format of your file. Most users use CSV, but if you're uploading an Excel file, select XLSX.

Can I schedule the import?
Yes. After testing a manual run, set an automated schedule (e.g., daily at 6 AM UTC) to keep orders synced automatically.

What should I send support if I need help?
A sample order file, your mapping template name, the error message (if any), and the time you ran the import.

Tip: Schedule regular syncs to keep your order data updated automatically. File retrieval failures will pause the integration and trigger notifications.

Conclusion

The CSV/XLSX Order Integration automates order retrieval, ensuring your system reflects accurate order details, including billing and shipping information. Customize settings and mappings to fit your workflow, streamlining the process. Happy syncing!